Laurel Wealth Advisors (North Carolina)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $390K | Hold |
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|
2024
Q4 | $429K | Sell |
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|
2024
Q3 | $482K | Buy |
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|
2024
Q2 | $350K | Hold |
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|
2024
Q1 | $385K | Sell |
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|
2023
Q4 | $414K | Hold |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $354K | Hold |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $137K | Hold |
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|
2022
Q3 | $94K | Hold |
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|
2022
Q2 | $102K | Hold |
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|
2022
Q1 | $127K | Hold |
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|
2021
Q4 | $118K | Hold |
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|
2021
Q3 | $109K | Hold |
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|
2021
Q2 | $124K | Hold |
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|
2021
Q1 | $132K | Hold |
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|
2020
Q4 | $104K | Buy |
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|
2020
Q3 | $81K | Hold |
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|
2020
Q2 | $68K | Hold |
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|
2020
Q1 | $63K | Hold |
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|
2019
Q4 | $80K | Hold |
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|
2019
Q3 | $68K | Hold |
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|
2019
Q2 | $74K | Hold |
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|
2019
Q1 | $73K | Hold |
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|
2018
Q4 | $69K | Buy |
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